SaaS, venture capital and M&A: key drivers for ecosystem growth

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2025 is proving to be a positive year for the Italian mergers and acquisitions (M&A) market: 1,369 deals were concluded (+8% compared to 2023) for a total value of approximately €73 billion (+91% compared to last year). The leading sectors are technology, media & telecoms (TMT), energy & utilities and financial services, which account for 65% of the value of the Italian M&A market. In particular, the TMT sector saw strong momentum in IT and software transactions, with numerous strategic acquisitions that strengthened the competitiveness of Italian companies.

Mergers between start-ups and innovative SMEs, through M&A transactions, are the key to:

  • strengthen the competitiveness of the sector, creating more robust and attractive players;
  • generate operational synergies and increase productivity;
  • increase appeal to investors and large companies interested in solid, productive businesses;
  • promoting sustainable exits that reward the work of founders and investors;
  • stimulating the real economy through reinvestment and new initiatives.

The strategic role of venture capital

In the first half of 2025, Italian venture capital recorded 153 transactions (+18.9% compared to 2024) for a total of €443 million invested. Despite a slight decline in amounts compared to the previous year, the number of rounds is growing, a sign of a dynamic and evolving ecosystem. The ICT sector, together with the green economy, healthtech and fintech, is among the most active, accounting for 20% of registered innovative start-ups.

In this context, venture capital can play an even more decisive role, not only as a driver of organic growth, but also as a facilitator of strategic M&A transactions that consolidate the market and create value in the medium to long term. Mergers between start-ups and innovative SMEs offer multiple advantages:

  • greater competitiveness thanks to reduced fragmentation;
  • operational synergies that improve efficiency and profitability;
  • attractiveness for large companies interested in solid and productive businesses;
  • sustainable exits

Venture capital, therefore, is not only a driver of organic growth, but can also become a true enabler of mergers and acquisitions by actively promoting M&A transactions.

Towards an integrated and competitive ecosystem

In order to build an Italian VC and M&A ecosystem that is competitive at an international level, it is essential to:

  • promote public policies that encourage partnerships between start-ups and SMEs;
  • promote innovative financial instruments that facilitate consolidation operations;
  • actively involve institutional investors and pension funds;
  • promote successful exits as virtuous examples to be replicated.

Conclusion

Mergers and acquisitions are key to the growth of Italian start-ups and the development of a solid and competitive venture capital market. Through a structured and shared growth strategy, it will be possible to transform fragmentation into strength, generating innovation, employment and value on a global scale.

Lucia Occhiuto is a solicitor, founder of Occhiuto Legal and head of legal & policy at Italian Tech Alliance – (photo by Edge2Edge Media on Unsplash)

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